SourcingSourcing

JCSD CAPITAL, LLC

B59
CRD 163084·SEC 801-107372·WALNUT CREEK, CA
AUM
$214.6M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$644K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JCSD CAPITAL, LLC
CRD
163084
SEC file #
801-107372
EIN
820779621
DBA names
—

Economics

AUM
$214.6M
AUM band
$100M-$500M
AUM trajectory
'20'26
$187.7M → $214.6M▲ +14%
Client mix
Pooled Investment Vehicles3
Individuals High Net Worth1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
WALNUT CREEK CA
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DIDION, STEVEN, JAMES
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
DIDION, STEVEN, JAMES
MILLER, JEFFREY, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001701610
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2017-04-14
Edgar Last Filing Date
2026-01-09
Edgar Form D Count
12
Edgar Form D Offerings
2026-01-092026-01-09 · 0001701610-26-000001
2025-01-152025-01-15 · 0001701610-25-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Goldman Sachs8
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
1981 N. BROADWAY BOULEVARDSUITE 270WALNUT CREEK, CA 94596
Business
1981 N. BROADWAY BOULEVARDSUITE 270WALNUT CREEK, CA 94596
Edgar EIN
820779621
Edgar Recent Filings
D/A2026-01-09 · 0001701610-26-000001
D/A2025-01-15 · 0001701610-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2179021
Trust Company Affiliate
No

People (3)

3
DIDION, STEVEN, JAMES
IAR · Direct Owner · 62.5%
2179021
TACHIERA, DANIEL, JOSEPH
IAR · Direct Owner · 17.5%
1128331
MILLER, JEFFREY, ALAN
Direct Owner · 17.5%
2370893